At XPX, learning and networking go hand in hand
XPX Triangle promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
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You want to grow or assess your intellectual property portfolio
Inaugural Sponsors



You have CPA questions. Small business accounting, tax planning and tax preparation.



A friend or client needs full service Opportunity Zone (Tax) Strategies or Investments. Also, contact me when a client is planning to create a substantial capital gain and would like to discuss deferral options and future CG liability forgiveness.



You need a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.



You need to reach your full Potential in your Business or Exit Strategy. I can help maximise your Profits, Cashflow and overall Business Efficiency



You need an experienced professional who is a highly effective communicator both in the board room and the stock room. Where creative ideas on business exit and business continuation planning that maximize owner/partners family opportunity are key!






Considering buying or selling a business, franchise, or commercial property.






You encounter a growing company that needs bookkeeping services. 540.421.7824



You are seeking objective, comprehensive financial planning advice from a fiduciary.



You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.